CLARITY AND STRUCTURE.
TAILORED FOR YOUR TAXES.
Independent tax preparation and planning grounded in disciplined analysis and real-world execution.
SYSTEMS BASED APPROACH
9Dot Tax provides strategic tax preparation and planning for individuals, LLCs, and S-Corporations who require precision, compliance, and long-term clarity.
Every engagement is built around how income, entities, timing, and cash flow interact over time, not just what appears on this year’s return.
The firm works with business owners and professionals whose financial lives demand structure, foresight, and disciplined execution rather than one size fits all filing.
Why Choose 9Dot Tax?
This approach combines outside the box thinking with clear, disciplined analysis to produce solutions that go beyond standard tax templates and software defaults.
Rather than relying on generic assumptions, tax outcomes are shaped by how income is earned, structured, and timed in the real world. The goal is not clever tricks. It is thoughtful, multi angle reasoning that delivers durable results that hold up over time.
Clean, defensible filings. Each engagement is structured, transparent, and intentional, with every figure, classification, and election grounded in the facts of your actual financial and business situation.
Income, expenses, and entity level reporting are reviewed for internal consistency so that what is filed aligns with how money is actually earned, held, and deployed. The result is work that is not only accurate, but defensible if ever examined, because it reflects reality, is properly supported, and is built on sound tax logic rather than assumptions.
Predictable outcomes. Clear expectations around scope, timelines, and deliverables are established from the start so there is no ambiguity about what is being done, when it will be completed, or how the work will be handled.
Because decisions are evaluated across multiple years rather than in isolation, tax planning and filing remain aligned as income, entities, and circumstances change. This reduces avoidable friction, last minute adjustments, and rework, allowing outcomes to unfold in a controlled and consistent way instead of through rushed or reactive processes.
The result is work that stays on track, reflects what was planned, and produces results that clients can rely on from year to year.
“9Dot Tax gave us the clarity and structure we were missing. Their systems-based approach helped us understand how our tax decisions connect across years, not just filing season.”
— Small Business Owner, California
What we do
INDIVIDUAL TAX SERVICES
Tax preparation and planning for individuals whose financial lives do not fit neatly into standard forms. This includes professionals, self employed earners, investors, and households with multiple income sources.
Work focuses on how income is earned, timed, and structured in the real world so tax outcomes remain aligned as careers, investments, and life events change over time.
SMALL BUSINESS & ENTITY TAX SERVICES
Tax preparation and planning for LLCs and S Corporations, including entity returns and their related individual filings.
Work focuses on how income is structured, how owners are compensated, how entities are elected, and how business activity flows through to personal tax outcomes so filings reflect how the business actually operates rather than how software defaults assume it should.
TAX PLANNING & SUPPORT
Ongoing planning is available for clients who want continuity instead of one time filings. These engagements provide structured review and forward looking guidance as income, investments, and business activity change throughout the year.
The focus is on evaluating tax implications before decisions are finalized so timing, structure, and reporting stay aligned instead of being fixed after the fact.
We Don’t Just File Returns, We Build Understanding
Engagements are built around how money actually moves in your life or business. We start by understanding how income is earned, how it flows, and how decisions ripple through taxes over time.
Instead of filling out forms and fixing mistakes after the fact, we focus on structure, timing, and clarity before anything is filed. Every decision is explained in plain language so you understand not just what is done, but why it is done.
Work is handled remotely by appointment with clear expectations around scope, timelines, and deliverables so nothing is rushed, hidden, or left to chance.